Skip to main content
Level 2
March 18, 2025
Question

1099R

  • March 18, 2025
  • 1 reply
  • 2 views

My husband passed away at 64 in 2016. I have been receiving his General Motors pension since then. I get a monthly income from his pension. I also receive a 1099 R. This year they asked his year of birth and when I enter it. The program is telling me I need to calculate an RMAD. This is not an inherent IRA. It is a pension received monthly. Please advise. This has never happened before

    1 reply

    Level 15
    March 18, 2025

    Delete the 1099-R and enter it again. When you are asked how much is RMD say all. 

    Level 2
    March 21, 2025

    But none of it is subject to RMAD. This is not an IRA it is a Monthly Pension from his job at General Motors so instead of all should I not be entering none of it 

     

    DoninGA
    Level 15
    Level 15
    March 21, 2025

    If he is age 70 1/2 or older then all of the pension income reported on the Form 1099-R is an RMD.